Financial Management Network’s Truist Financial TFC Stock Holding History

Financial Management Network’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$381K	Sell	8,183 -763	-9%	-$38.8K	0.05%	146
2026 Q2	$471K	Sell	8,946 -304	-3%	-$15K	0.07%	138
2026 Q1	$468K	Buy	9,250 +76	+0.8%	+$3.76K	0.07%	128
2025 Q4	$456K	Buy	9,174 +101	+1%	+$4.65K	0.07%	122
2025 Q3	$411K	Sell	9,073 -4,264	-32%	-$192K	0.07%	128
2025 Q2	$607K	Buy	13,337 +37	+0.3%	+$1.45K	0.11%	104
2025 Q1	$467K	Sell	13,300 -4,969	-27%	-$221K	0.11%	108
2024 Q4	$806K	Buy	18,269 +30	+0.2%	+$1.34K	0.17%	82
2024 Q3	$773K	Buy	18,239 +32	+0.2%	+$1.35K	0.16%	85
2024 Q2	$696K	Buy	+18,207	New	+$688K	0.17%	86

Other funds holding TFC

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Financial Management Network's TFC Position: Q3 2026 in Review

Financial Management Network reduced its Truist Financial (TFC) stake by 8.5% in Q3 2026, selling an estimated $38.8K and leaving 8,183 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #146.

Financial Management Network first reported a position in TFC in Q2 2024 and has held it in 10 quarters since. The position peaked at $806K in Q4 2024. 406 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Financial Management Network held 8,183 shares of Truist Financial worth $381K as of Q3 2026.
Financial Management Network sold 763 Truist Financial shares in Q3 2026, an estimated $38.8K.
Truist Financial made up 0.05% of Financial Management Network's portfolio in Q3 2026, its #146 holding.
Financial Management Network first reported a position in Truist Financial in Q2 2024 and has held it in 10 quarters since.
Financial Management Network's Truist Financial position peaked at $806K in Q4 2024.
406 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.